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Ian Bell, Cfa, Caia Email & Phone Number

Director, National Accounts at Fidelity Canada
Location: Toronto, Ontario, Canada 9 work roles 1 school
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
Fidelity Canada
Role
Director, National Accounts
Location
Toronto, Ontario, Canada
Company size
1806 employees

Who is Ian Bell, Cfa, Caia? Overview

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Quick answer

Ian Bell, Cfa, Caia is listed as Director, National Accounts at Fidelity Canada, a with 1806 employees, based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Ian Bell, Cfa, Caia.

Ian Bell, Cfa, Caia previously worked as VP National Accounts and Sales Enablement at Fidelity Canada and Director, Key Accounts at Fidelity Canada. Ian Bell, Cfa, Caia holds Bachelor Of Commerce - Bcom, Finance, General from Ted Rogers School Of Management At Ryerson University.

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Email format at Fidelity Canada

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Fidelity Canada

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Profile bio

About Ian Bell, Cfa, Caia

- Proven track record of success as a top performing financial professional- Self motivated results driven leader with advanced understanding of Canada’s investment management business

Current workplace

Ian Bell, Cfa, Caia's current company

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Fidelity Canada
Fidelity Canada
Director, National Accounts
Toronto, ON, CA
Website
fidelity.ca
Employees
1806
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Company profile
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9 roles

Ian Bell, Cfa, Caia work experience

A career timeline built from the work history available for this profile.

Vp National Accounts And Sales Enablement

Current
Fidelity Canada

Toronto, Ontario, Canada

Feb 2024 - Present

Director, Key Accounts

Current
Fidelity Canada

Toronto, Ontario, Canada

May 2017 - Present

Manager, Regional Sales

Fidelity Canada

Calgary, Canada Area

Jan 2014 - May 2017

Business Development Manager

Fidelity Canada

Toronto, Canada Area

Awards of distinction:- Top quartile net sales in 2011, 2012 and 2013- Top prospecting results in the country in 2012 and 2013Environics (independent advisor perception survey) results:- Ranked 7th of all Inside Wholesalers across country in 2012- 1st quartile in 2013Additional accomplishments:- Chosen for and completed internal 4 week long Fidelity Wholesaler Development Program - When given trial prospecting territory, increased net sales for… Show more Awards of distinction:- Top quartile net sales in 2011, 2012 and 2013- Top prospecting results in the country in 2012 and 2013Environics (independent advisor perception survey) results:- Ranked 7th of all Inside Wholesalers across country in 2012- 1st quartile in 2013Additional accomplishments:- Chosen for and completed internal 4 week long Fidelity Wholesaler Development Program - When given trial prospecting territory, increased net sales for clients chosen by 470% in only 6 months- Resource on team for complex tax strategies and pitches for high net worth clients- Hosted over 20 unique events in both 2012 and 2013 with prospects and top supporters- Asked to represent Ontario region for ‘Inside Wholesaler Council’ and ‘Digital Governance Committee' Show less

Dec 2010 - Dec 2013

Financial Services Representative Ii

Cibc

Toronto, Canada Area

- Achieved first quartile performance when ranked against peer group for overall product sales mix- MFDA licensed with strong managed money performance, achieved 130% of mutual fund sales target- Proactively call at least 10 new clients a day to educate them on CIBC’s products and services- High client satisfaction evidenced by client written letters to management and client referrals

Sep 2009 - Dec 2010

Sales Analyst

Cibc

Toronto, Canada Area

Sales analyst with the Creditor Insurance Specialist team in CIBC Retail Markets. Provided reporting and support for a team of 20+ business development managers.

May 2009 - Sep 2009

Intern/Associate

Rbc Dominion Securities

Toronto, Canada Area

Initiated and coordinated client-advisor meetings under the supervision of a top producing advisor

Jul 2008 - Oct 2008

Mac Specialist

Apple

Eaton Centre

Sales and support for Apple's retail business

Sep 2006 - Feb 2008
Team & coworkers

Colleagues at Fidelity Canada

Other employees you can reach at fidelity.ca. View company contacts for 1806 employees →

ND Neha Dhingra Neha Dhingra Colleague at Fidelity CanadaWaterloo, Ontario, Canada View → JF Jellicah Fernando Jellicah Fernando Colleague at Fidelity CanadaAjax, Ontario, Canada View → SA Sai Abhishek G Sai Abhishek G Colleague at Fidelity CanadaThornbury, Ontario, Canada View → MP Marion Prince Agbodjan Marion Prince Agbodjan Colleague at Fidelity CanadaToronto, Ontario, Canada View → KB Karthikeyan Baskaran Karthikeyan Baskaran Colleague at Fidelity CanadaToronto, Ontario, Canada View → CB Chase Bonertz Chase Bonertz Colleague at Fidelity CanadaCalgary, Alberta, Canada View → SH Saiyid Hasnain Saiyid Hasnain Colleague at Fidelity CanadaAjax, Ontario, Canada View → SW Sang Won Lee Sang Won Lee Colleague at Fidelity CanadaCanada View → JY Julian Yoo Julian Yoo Colleague at Fidelity CanadaToronto, Ontario, Canada View → JK Julia Karavilovski Julia Karavilovski Colleague at Fidelity CanadaToronto, Ontario, Canada View →
1 education record

Ian Bell, Cfa, Caia education

FAQ

Frequently asked questions about Ian Bell, Cfa, Caia

Quick answers generated from the profile data available on this page.

What company does Ian Bell, Cfa, Caia work for?

Ian Bell, Cfa, Caia works for Fidelity Canada.

What is Ian Bell, Cfa, Caia's role at Fidelity Canada?

Ian Bell, Cfa, Caia is listed as Director, National Accounts at Fidelity Canada.

Where is Ian Bell, Cfa, Caia based?

Ian Bell, Cfa, Caia is based in Toronto, Ontario, Canada while working with Fidelity Canada.

What companies has Ian Bell, Cfa, Caia worked for?

Ian Bell, Cfa, Caia has worked for Fidelity Canada, Cibc, Rbc Dominion Securities, and Apple.

Who are Ian Bell, Cfa, Caia's colleagues at Fidelity Canada?

Ian Bell, Cfa, Caia's colleagues at Fidelity Canada include Neha Dhingra, Jellicah Fernando, Sai Abhishek G, Marion Prince Agbodjan, and Karthikeyan Baskaran.

How can I contact Ian Bell, Cfa, Caia?

You can use AeroLeads to view verified contact signals for Ian Bell, Cfa, Caia at Fidelity Canada, including work email, phone, and LinkedIn data when available.

What schools did Ian Bell, Cfa, Caia attend?

Ian Bell, Cfa, Caia holds Bachelor Of Commerce - Bcom, Finance, General from Ted Rogers School Of Management At Ryerson University.

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